Global brokerage firm Jefferies has highlighted Lodha and Godrej Properties as
the top companies to watch in the real estate sector. According to the firm,
both developers are expected to perform strongly in the second half of FY26,
mainly because they are planning several new project launches and are likely
to see good sales.
Jefferies said that all the real estate companies it tracks could together
achieve about 25% growth in pre-sales in FY26. This shows that the brokerage
is positive about the sector’s future, even though there has been a slowdown
in property bookings after the festive season ended.
Despite the recent dip in demand, Jefferies believes that Lodha and Godrej
Properties are well-placed to handle any challenges in the market.
The firm expects them to continue introducing new projects and keep
up their sales momentum through the rest of the financial year.